Portfolio Manager

Guotai Junan (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Guotai Junan (Hong Kong) Limited seeks an experienced equity portfolio manager to oversee Greater China and global portfolios. You will conduct macro and bottom-up research, perform valuations, and construct and rebalance portfolios to generate alpha.

You will prepare investment commentaries and support client meetings and business development initiatives. The ideal candidate has 5+ years in equity investing, strong communication and risk management skills, and fluent English and Chinese.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related discipline.
• CFA designation or progress towards CFA preferred.
• Minimum 5 years of relevant experience in equity investing and portfolio management.
• Solid fundamental research, financial analysis, valuation, and portfolio construction capabilities.
• Deep understanding of market dynamics, industry trends and risk management.
• Strong communication, presentation, project management and interpersonal skills.
• Self-motivated, entrepreneurial, detail-oriented, and team-oriented.
• Excellent written and spoken English and Chinese.

Responsibilities

• Manage Greater China and global equity portfolios in accordance with investment guidelines, client mandates and fund objectives.
• Conduct macro, industry and company-level fundamental research to identify investment opportunities and generate alpha.
• Perform security analysis, valuation modelling, portfolio construction, rebalancing and performance attribution.
• Monitor portfolio liquidity, cash flows and compliance with internal and regulatory requirements.
• Prepare investment commentaries, client presentations and fund marketing materials.
• Participate in client meetings, roadshows, business development activities and product development initiatives.

Skills

Fundamental research

Financial analysis

Valuation

Portfolio construction

Communication

Presentation

Project management

Interpersonal skills

Entrepreneurial mindset

Attention to detail

Bilingual English/Chinese

Education

Bachelor’s degree in Finance/Economics/Business

CFA designation or progress

Job description

Manage Greater China and global equity portfolios in accordance with investment guidelines, client mandates, and fund objectives.

Conduct macro, industry, and company-level fundamental research to identify investment opportunities and generate alpha.

Perform security analysis, valuation modelling, portfolio construction, rebalancing, and performance attribution.

Monitor portfolio liquidity, cash flows, and compliance with internal and regulatory requirements.

Prepare investment commentaries, client presentations, and fund marketing materials.

Participate in client meetings, roadshows, business development activities, and product development initiatives.

Requirements

Bachelor's degree or above in Finance, Economics, Business, or a related discipline; CFA designation or progress towards CFA preferred.

Minimum 5 years of relevant experience in equity investing and portfolio management, with a proven investment track record.

Solid fundamental research, financial analysis, valuation, and portfolio construction capabilities.

Deep understanding of market dynamics, industry trends, and risk management principles.

Strong communication, presentation, project management, and interpersonal skills.

Self-motivated, entrepreneurial, detail-oriented, and able to work effectively within a team environment.

Excellent written and spoken English and Chinese.